How to Record a Tenancy in Housing Market CRM
Tutorial 122 of 181 · 42 s
Tenancies in Housing Market CRM, part of the Pro plan, records who lives in each home your agency manages, for how long, and at what rent. A renewal is deliberately a new tenancy rather than an edit of the old one, which is why last September's rent is still right after this year's increase. This tutorial opens Tenancies, records one, ends a tenancy, renews another, and shows what archiving does.
In this tutorial you will learn
- What a tenancy records
- Why a renewal is a new tenancy
- How to end a tenancy, and what that keeps
- How to archive without losing the history
Follow along: the steps
- Open your Housing Market CRM account.
- Click Tenancies in the left menu.
- Who lives there, for how long, and at what rent.
- Record a tenancy when it is signed.
- Renew makes a new tenancy…
- …so last year's rent stays right in last year's statement.
- End the tenancy — the rent recorded against it stays.
- Archived keeps the history out of the way.

